Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.1KNew |
$648K - $677K
|
28.1K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.86K+ 2.4% |
$65.8K - $68.7K
|
122K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$618K - $646K
|
26.8K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
222KNew |
$5.12M - $5.35M
|
222K
$5.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.6K+ 2.73% |
$268K - $280K
|
438K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
3.62K+ 1.94% |
$83.4K - $87.1K
|
190K
$4.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.51K+ 10.55% |
$173K - $181K
|
78.7K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.28K+ 11.7% |
$214K - $223K
|
88.6K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.25K+ 63.8% |
$190K - $198K
|
21.2K
$506K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 1.21% |
$92.2 - $96.2
|
335
$8K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30.8K+ 3.92% |
$710K - $741K
|
816K
$19.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
139K+ 43.94% |
$3.2M - $3.34M
|
455K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.49K+ 78.93% |
$195K - $204K
|
19.2K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$276K - $289K
|
12K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
680New |
$15.7K - $16.4K
|
680
$16.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
21.2KNew |
$489K - $510K
|
21.2K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 1.14% |
$668 - $698
|
2.57K
$61.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
295+ 0.21% |
$6.8K - $7.1K
|
144K
$3.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
71K+ 56.46% |
$1.64M - $1.71M
|
197K
$4.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.54% |
$29.6K - $30.9K
|
82.2K
$1.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.87K+ 84.58% |
$204K - $213K
|
19.3K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 3.51% |
$87K - $90.8K
|
104K
$2.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.44% |
$392 - $409
|
1.17K
$27.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.9KNew |
$620K - $647K
|
26.9K
$643K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
271+ 2.25% |
$6.24K - $6.52K
|
12.3K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-52.3K- 21.17% |
$1.2M - $1.26M
|
195K
$4.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95.6K+ 576.93% |
$2.2M - $2.3M
|
112K
$2.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171New |
$3.94K - $4.11K
|
171
$4.08K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.75KNew |
$202K - $211K
|
8.75K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.9K- 46.21% |
$1.17M - $1.22M
|
59.2K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.49% |
$33.4K - $34.8K
|
298K
$7.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 12.43% |
$465K - $485K
|
182K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
710+ 37.79% |
$16.4K - $17.1K
|
2.59K
$61.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.7KNew |
$269K - $281K
|
11.7K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
30.6K+ 190.68% |
$705K - $736K
|
46.7K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
212K+ 21.37% |
$4.87M - $5.09M
|
1.2M
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29.1KNew |
$670K - $700K
|
29.1K
$695K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 0.23% |
$1.91K - $2K
|
35.9K
$857K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.6K+ 20.26% |
$383K - $400K
|
98.7K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.8K+ 1.82% |
$341K - $356K
|
829K
$19.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.8K- 34.53% |
$433K - $452K
|
35.6K
$851K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
322KNew |
$7.42M - $7.75M
|
322K
$7.69M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.52K+ 13.82% |
$35K - $36.5K
|
12.5K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
638New |
$14.7K - $15.4K
|
638
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.65K+ 4.93% |
$61K - $63.7K
|
56.3K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.78K+ 4.35% |
$179K - $187K
|
187K
$4.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 4.73% |
$150K - $156K
|
131K
$3.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
252KNew |
$5.8M - $6.05M
|
252K
$6.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 2.19% |
$48.9K - $51.1K
|
94.9K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 2.49% |
$71K - $74.2K
|
127K
$3.03M
|